ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

BAKER TILLY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001840565)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 103,636 Value ($000) $6,840 Avg Close — Range —
Q3 2025
Shares 111,551 Value ($000) $7,280 Avg Close — Range —
Q2 2025
Shares 113,076 Value ($000) $7,013 Avg Close — Range —
Q1 2025
Shares 125,659 Value ($000) $7,332 Avg Close — Range —
Q4 2024
Shares 139,555 Value ($000) $8,696 Avg Close — Range —
Q3 2024
Shares 142,633 Value ($000) $8,889 Avg Close — Range —
Q2 2024
Shares 135,541 Value ($000) $7,932 Avg Close — Range —
Q1 2024
Shares 137,767 Value ($000) $8,368 Avg Close — Range —
Q4 2023
Shares 28,991 Value ($000) $8,035 Avg Close — Range —
Q3 2023
Shares 27,981 Value ($000) $6,977 Avg Close — Range —
Q2 2023
Shares 28,940 Value ($000) $7,567 Avg Close — Range —
Q1 2023
Shares 28,648 Value ($000) $7,167 Avg Close — Range —
Q4 2022
Shares 26,346 Value ($000) $6,373 Avg Close — Range —
Q3 2022
Shares 25,764 Value ($000) $5,649 Avg Close — Range —
Q2 2022
Shares 25,616 Value ($000) $5,795 Avg Close — Range —
Q1 2022
Shares 25,003 Value ($000) $6,710 Avg Close — Range —
Q4 2021
Shares 22,879 Value ($000) $6,477 Avg Close — Range —
Q3 2021
Shares 1,051 Value ($000) $276 Avg Close — Range —
Q2 2021
Shares 1,786 Value ($000) $480 Avg Close — Range —
Q1 2021
Shares 1,786 Value ($000) $465 Avg Close — Range —
Q4 2020
Shares 1,051 Value ($000) $242 Avg Close — Range —